据介绍，目前在设备支持上，Lobster AI已打通移动端与PC端的连接，用户可通过手机端在钉钉、飞书 等软件中进行远程交互；哪怕用户不在电脑前，也能指挥家里的Lobster AI处理紧急工作。 Lobster AI采用了类似Claude Cowork的直观GUI（图形化交互）界面；无论是资讯获取、日程管理，还 是深度数据分析，用户只需与其对话，Lobster AI便能在获得授权后，自动在本地计算机中通过程序化 方式执行复杂流程，并交付结果。 随着AI从"能聊天"迈向"能办事"的Agent（智能体）阶段，个人AI Agent已成为科技圈公认的下一波浪 潮。2月11日，网易有道正式推出桌面级Agent"Lobster AI"（中文名：有道龙虾）。这是一个定位 为"7×24 小时帮你干活的全场景个人助理Agent"，目前已在官网开放内测申请。 ...

Core Viewpoint - Autodesk has filed a lawsuit against Google, alleging trademark infringement regarding the "Flow" brand, which could confuse consumers about the products of both companies [1][2]. Group 1: Company Background - Autodesk, founded in 1982 and headquartered in San Francisco, California, is a leading global provider of 2D and 3D design, engineering, and entertainment software [1]. - In 2022, Autodesk launched the "Flow" brand, targeting film creators with a cloud platform and products like Flow Studio, which uses AI to convert live-action footage into 3D scenes [1]. Group 2: Product Comparison - Google's AI video creation tool, Flow, is set to be released on May 21, 2025, and utilizes generative AI to create visual content from scratch, incorporating technologies from Google's AI video, image generation, and language models [1]. - In contrast, Autodesk's Flow Studio focuses on computer vision and motion capture to enhance the post-production process of existing footage [1]. Group 3: Legal Allegations - Autodesk claims that Google previously stated it would not commercialize the "Flow" name but later applied for the trademark in Tonga, a country with limited public trademark application information [2]. - Autodesk argues that Google's trademark application in Tonga was a strategic move, as Google could leverage its scale to undermine Autodesk's product and trademark rights despite the success of Flow Studio [2]. - The company asserts that there has been actual confusion among users, with many mistakenly referring to Google's product as "Flow Studio" [2].

Group 1 - The core viewpoint of the article highlights the continued upward trend of certain AI application software stocks in the pre-market trading session on February 11, with notable gains observed [1] Group 2 - Cloudflare experienced a significant increase, rising over 15% [1] - Unity saw a rise of more than 2% [1] - Shopify recorded a gain of 1.5% [1]

Core Viewpoint - Palantir Technologies Inc. has expanded its partnership with Airbus SE through a multi-year agreement focused on the Skywise open data platform, enhancing operational efficiency in aviation [1][2]. Group 1: Partnership Details - The collaboration involves a multi-year agreement to further develop the Skywise platform, which integrates in-flight engineering and operational data [2]. - The Skywise platform currently supports over 50,000 users in their daily operations [2]. Group 2: Benefits of the Partnership - Palantir's Executive Vice-President, Josh Harris, emphasized that the partnership will enable the delivery of secure, AI-enabled capabilities, improving manufacturing, supply chain, maintenance, and flight operations [3]. Group 3: Market Reaction - Following the announcement, Palantir's stock price declined by 2.14% to $139.51 at market close, but saw a slight recovery of 0.26% to $139.86 in overnight trading [4].

Core Viewpoint - Dassault Systèmes' stock price experienced a significant drop of 21% in early trading, potentially marking its worst trading day in history following the release of disappointing fourth-quarter financial results [1] Financial Performance - The company reported a 5% decline in adjusted software revenue for the last three months of the previous year [1] - Total revenue for the year remained flat at €6.24 billion (approximately $7.43 billion), which was below market expectations [1] - Software revenue showed minimal growth, reaching €5.64 billion [1] - Analysts had previously projected total revenue to be around €6.3 billion [1]

Group 1: Market Overview - European stocks experienced a decline, with the pan-European Stoxx 600 dropping 0.3 percent to 619.25, as investors reacted to mixed earnings results and awaited U.S. jobs and inflation data for direction [1] - Technology stocks were notably affected, particularly Dassault, which faced pressure from a weak European automotive sector [1] Group 2: Company Earnings and Stock Movements - TotalEnergies increased by 1.3 percent after raising its final 2025 dividend payout by 5.6 percent to €3.40 per share [2] - Dassault Systemes saw a significant drop of 20 percent following weaker-than-expected fourth-quarter results and a cautious outlook for the current year [2] - Randstad, a Dutch staffing firm, fell by 8.5 percent after providing soft guidance for Q1 [2] - Ahold Delhaize, a supermarket group, surged 7 percent after reporting fourth-quarter results that exceeded expectations [2] Group 3: Notable Company Developments - Heineken's shares rose by 5.3 percent despite announcing job cuts of up to 6,000 roles globally [3] - Commerzbank's shares tumbled 3 percent despite reporting a record operating result of €4.5 billion for the 2025 financial year [4] - Siemens Energy's stock surged 6 percent after its first-quarter profit nearly tripled, driven by AI-driven demand for gas turbines and grid equipment [4] - Thyssenkrupp Nucera's shares increased by 1.1 percent after reaffirming its FY26 outlook [4] Group 4: Additional Company Performance - Schindler Holding's shares plunged 8 percent as it projected 2026 revenue growth in the low- to mid-single digits in local currencies [5] - Renishaw, a British engineering firm, rose by 2.7 percent after reporting better-than-expected half-year results [5] - Barratt Redrow, a residential property developer, lost 6.3 percent after its first-half profit fell below expectations [5] - London Stock Exchange Group shares increased by 2.5 percent following reports of a significant stake acquisition by activist hedge fund Elliott Management [6]

Core Viewpoint - The report from Guolian Minsheng Securities highlights the implementation of AI in the bidding and procurement sector, driven by the National Development and Reform Commission's guidelines, which set clear goals for 2026 and 2027, indicating a significant opportunity for companies deeply engaged in AI within this field [1][2]. Group 1: Development Goals - The overall objectives are defined with specific targets for 2026 and 2027, focusing on key scenarios such as bid document detection, intelligent evaluation assistance, and identification of collusion by the end of 2026, with broader application and experience sharing by the end of 2027 [1][2]. Group 2: Scene Applications - The initiative outlines 20 key scenarios across the entire bidding process, including planning, compliance checks, evaluation, and contract signing, aimed at enhancing efficiency and transparency in procurement activities [2][3]. Group 3: Smart Empowerment in Bidding - The use of smart technologies is expected to ensure transparent transactions, enhance competitive selection, and improve regulatory efficiency, thereby reducing biases and enhancing the traceability of the bidding process [3]. Group 4: Beneficial Companies - Companies like EazyDevelop, Xindian Software, and Bosi Software are positioned to benefit from this AI integration, with offerings that streamline the bidding process, enhance compliance, and improve evaluation accuracy [4][5].

“I don’t think about LinkedIn as a content platform. I think about it as a credibility platform, especially as a CFO. CEOs, peers, employees, board members and investors will Google you or look you up on LinkedIn before working with you. LinkedIn has become the first impression of your professional life. When I think about being authentic on the platform, I think about that first impression. There should not be a gap between how I talk on my podcast or write on LinkedIn and who I am in real life as a leader ...

Core Insights - Dassault Systemes, a software company, experienced a significant decline in its stock value, losing 20% after issuing a profit warning [1] Company Summary - The company is recognized by Nvidia's Jensen Huang as being central to the upcoming industrial advancements in AI [1]

二、 市场格局聚焦：头部厂商的差异化路径 在数字化转型步入深水区的当下，机器人流程自动化技术已成为企业提升运营效率、实现业务流程再造 的基础工具。RPA通过模拟并执行人类在数字系统中的交互操作，高效处理规则明确、重复性高的任 务，从而将人力资源从繁琐劳动中解放出来。随着生成式人工智能等技术的突破性发展，RPA正从基于 固定规则的"自动化助手"，向具备一定感知、理解和决策能力的"智能业务伙伴"演进，其应用边界与价 值内涵得到空前拓展。 一、 RPA的核心价值与泛行业应用 RPA技术的核心价值在于其非侵入性、快速部署和高投资回报率特性。它能够在不对现有IT架构进行大 规模改造的前提下，跨系统执行数据搬运、格式转换、报表生成等操作，显著提升流程处理的速度与准 确性，并确保7×24小时的稳定运行。 其应用场景已渗透至几乎所有行业：在金融领域，RPA广泛应用于信贷审批、反洗钱监测、日终对账及 监管报送；在政务与公共事业中，它助力实现材料初审、数据稽核与跨部门信息流转的自动化；在制造 与零售行业，则深度参与订单处理、库存管理与供应链协同。这些实践共同证明，RPA是打通企业数据 流与工作流"最后一公里"的有效手段。 当前， ...